Conversational AI Helps Financial Services Companies Achieve Digital Transformation Goals

Streamline Calls And Save Agent Time With Omilia Conversational AI’s Dynamic Self-Servicing.

Conversational AI Helps Financial Services Companies Achieve Digital Transformation Goals

Streamline Calls And Save Agent Time With Omilia Conversational AI’s Dynamic Self-Servicing.

Frustrating Processes Are Leaving Customers In the Cold and Tying Up Valuable Agent Resources
The financial services industry is struggling to achieve its digital transformation goals. Issues include high abandonment rates, agent time wasted on lengthy authentication and compliance processes, and dealing with basic, repetitive questions.

These issues will only be overcome when AI is embedded into customer-facing and back-office functions – not just sales and service strategies.

With Omilia Conversational AI, financial services contact centers can create efficient workflows, strengthen security, and increase profitability.

Omilia‘s Financial Services Solutions

Banking Virtual Agent

Omilia Banking Virtual Agent – like any agent – has core skills out-of-the-box. It features more than 400 intents, spanning all lines of business, and includes 30 self-service customer journeys ready for API integration. These include natural language steering (call and chat), identification and validation with voice metrics, and conversational account information.

1 +

Flows

53950

Entity
Instances

350 +

Intents

130 +

Entity
types

And with callers’ needs recognized 90 percent of the time, Banking Virtual Assistant gets them to the right agent, eliminating time-wasting transfers.

Banking Virtual Agents are trained on hundreds of millions of real-life banking interactions. And they are pre-integrated into your Contact Center, so you can go into production in a matter of minutes.

Bill Payment

Account Management

User Authentication

Loan Applications

Mortage Payments

Credit/debit Card

And with callers’ needs recognized 90 percent of the time, Banking Virtual Assistant gets them to the right agent, eliminating time-wasting transfers.

Banking Virtual Agents are trained on hundreds of millions of real-life banking interactions. And they are pre-integrated into your Contact Center, so you can go into production in a matter of minutes.

Loan Applications

Bill Payment

Account Management

Mortage Payments

User Authentication

Credit/debit Card

Conversational Chat for Financial Services

Almost 30 percent of calls to financial services company call centers are repetitive, with questions such as “Did my check deposit” and “What’s my balance” using up valuable agent time.

These questions don’t require human interaction and should be answered before an agent gets involved.

Omilia Conversational Chats are website “concierges,” helping customers find the information without needing an agent.

They enable proactive outreach if customers abandon digital product purchase paths.

Chatbots on your website or mobile app can streamline business processes such as account opening.

By integrating chatbots into your technology stack, you can extract detailed customer data to improve your decision-making.

Conversational Voice for Financial Services

There’s more pressure than ever on financial services companies to reduce call times, improve service, and drive revenue. Unfortunately, queue abandon rates are higher than ever, and bad customer service automation experiences create headaches for customers and call center staff alike.

Omilia Conversational Voice fulfills frequently-asked requests that lead to low-value calls. It provides a more human IVA experience with zero-latency phone dialogs using Omilia’s all-in-one proprietary solution: NLU+STT+TTS.

And its Speed-to-Deliver feature allows for rapid experience management by businesses so that customer voice experiences are as agile and up-to-date as digital channels.

Omilia Authentication and
Anti-Fraud for Financial Services

Contact centers have become the weak link in financial services security. Global fraudsters are constantly targeting agents, attempting to steal sensitive information. And they’re succeeding. Your solution should keep the bad actors out while saving your customers’ time.

Omilia Authentication and Anti-Fraud uses a caller’s natural speaking patterns instead of traditional verification questions. It integrates with your fraud analytics software, identifying higher-risk calls in real time while reducing call times for legitimate customers.

Its strong multi-factor authentication uses passive Voice Biometrics to authenticate callers. It does this in as little as two seconds, saving up to 40 seconds per call.

This minimizes friction for your callers, streamlining their experience and increasing their overall satisfaction.

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Learn How Omilia Can Help Financial Services Companies Streamline Calls And Save Agent Time